Part of Project Builder & Library’s unique value is the ability to upload supporting documentation about a product – CAD files, specifications, and more – to create a single shared repository of organizational knowledge and product-related data. This feature can also make it easier for green building certification specialists to access the supporting documentation they need for certification submittals.
You can upload documentation in three different places:
- The Manufacturer brand list page accessed via a Project’s Products tab
- Your Favorite Products Library
- Your organization’s Favorite Products Library
Where you upload the documentation depends on your preferred workflow:
- If you build Favorite Products Libraries before starting Projects: Upload documents to your personal or organization’s Favorite Product Library first. Anyone who subsequently uses the Favorite Products Library to populate Projects will automatically get a copy of this documentation in their Projects.
- If you build Projects, then decide later which products to add to a Library: Upload documents to the Manufacturer brand list page. When you add those products to a Favorite Products Library later, that documentation will be copied to the Library as well.
Adding supporting documentation
The interface for uploading and managing supporting documentation is the same no matter where you upload files, so the instructions below apply throughout Project Builder & Library.
If you need more sustainability documents, Project Builder & Library includes a Find documents popup that links to certification and disclosure provider websites. Learn more about finding documentation and understanding its impact with the Common Materials Framework.
To add supporting documentation for a product:
- Click the Documents accordion for the product.
- Drag and drop or select the file you want to upload. (Documents cannot be larger than 50Mb.)
- Edit the document name if desired.
- Use the pulldown menu to specify document type. The menu will display different options depending on whether you choose CMF / AIA Materials Pledge, LEED v5 eligible documents, LEED v5 LEM, or Other. Learn more about document types.
- If an expiration date applies, include the date using the calendar widget. If a document is within 30 days of expiring, a warning message will display.
- Optionally, add a written description of the document in the text box.
- Click Save.
Once your document has been uploaded, you’ll see it added to the ongoing list of documents for that product. Also, when you view this product on the Products tab, you'll see a count of how many documents it includes.
Editing and deleting supporting documentation
Who can edit or delete supporting documentation varies depending on whether the documentation is in a Project or a Favorite Products Library.
- Projects: only editors, owners and Account Administrators may edit or delete documents.
- Your personal Favorite Products Library: only you may edit or delete documents.
- Your organization’s Favorite Products Library: only Account Administrators and Members they have granted organization Favorite Products Library privileges may edit or delete documents.
To edit a document:
- Click the pencil and paper icon near the end of the same line as the document. The document name, expiration date and description are now editable.
- Click the Save button to save your changes.
To delete a document:
- Click the trashcan icon at the end of the same line as the document.
- A confirmation window will appear asking you to confirm you want to delete the document.
- Click Delete to delete the document or Cancel to close the window without deleting anything.